Invesco S&P Smallcap MomentuXSMOETF
13F holders, Q2 2025 (June 30)230holders +20
41new positions
22sold out
3famous investors
$68.06avg. 13F price*
At the end of Q2 2025, 230 institutions reported holding Invesco S&P Smallcap Momentu (XSMO) in their 13F filings, up 20 from Q1 2025. 41 opened new positions and 22 sold out. The largest holders were LPL Financial LLC ($126.9M), Osaic Holdings, Inc. ($119.1M) and Envestnet Asset Management Inc. ($107.5M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Invesco S&P Smallcap Momentu
- CUSIP
- 46137V498
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $72.6M |
| Exits | 22 | $29.4M |
All 13F filers, Q1 2025 → Q2 2025: 3,655,857 shares bought and 951,768 shares sold, net +2,704,089 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 230 holders
| LPL Financial LLC | 0.04% | Add +5.2% | 1,865,283 | $126.9M |
| Osaic Holdings, Inc. | 0.21% | Add +8.4% | 1,750,582 | $119.1M |
| Envestnet Asset Management Inc. | 0.03% | Add +4.2% | 1,580,283 | $107.5M |
| Cetera Investment Advisers | 0.15% | Add +8.8% | 1,278,102 | $86.9M |
| Raymond James Financial Inc. | 0.02% | Add +154.4% | 1,033,548 | $70.3M |
| Wells Fargo & Company | 0.01% | Add +50.8% | 855,913 | $58.2M |
| Morgan Stanley | 0.00% | Add +5.3% | 523,730 | $35.6M |
| Gratus Wealth Advisors, LLC | 4.92% | Add +0.4% | 477,335 | $32.5M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +54.6% | 462,553 | $32.1M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +21.6% | 441,605 | $30.0M |
| Apollon Wealth Management, LLC | 0.50% | Reduce -2.8% | 371,638 | $25.3M |
| Cwm, LLC | 0.09% | Add +2.2% | 354,148 | $24.1M |
| River Wealth Advisors LLC | 2.74% | New | 323,865 | $22.0M |
| Marmo Financial Group, LLC | 9.54% | Add +1.5% | 281,674 | $19.2M |
| Bank of America Corp. | 0.00% | Reduce -28.3% | 263,301 | $17.9M |
| Clark Wealth Partners | 11.61% | Add +39006.8% | 253,021 | $17.2M |
| Janney Montgomery Scott LLC | 0.04% | Add +11.8% | 219,456 | $14.9M |
| Stifel Financial Corp. | 0.01% | Add +11.1% | 217,718 | $14.8M |
| Focus Financial Network, Inc. | 0.55% | Add +1.7% | 204,723 | $13.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +146.0% | 197,258 | $13.4M |
| Armbruster Capital Management, Inc. | 2.34% | Add +3.6% | 190,028 | $12.9M |
| Thrivent Financial for Lutherans | 0.03% | New | 166,933 | $11.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +11.7% | 159,873 | $10.9M |
| Jones Financial Companies LLLP | 0.01% | Add +52.2% | 153,253 | $10.4M |
| NBZ Investment Advisors LLC | 5.63% | Add +3.1% | 144,650 | $9.8M |
| MML Investors Services, LLC | 0.03% | Add +18.2% | 143,028 | $9.7M |
| Systelligence, LLC | 1.75% | Add +4.7% | 139,471 | $9.5M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +6.6% | 130,604 | $8.9M |
| Great Valley Advisor Group, Inc. | 0.18% | New | 119,950 | $8.2M |
| Meridian Wealth Management, LLC | 0.32% | Add +5.0% | 110,849 | $7.5M |
| Royal Bank of Canada | 0.00% | Reduce -12.1% | 105,032 | $7.1M |
| Cooper Financial Group | 0.82% | Reduce -5.2% | 102,655 | $7.0M |
| Provident Wealth Management, LLC | 2.23% | Reduce -0.1% | 100,344 | $6.8M |
| Private Advisor Group, LLC | 0.04% | Add +0.9% | 97,156 | $6.6M |
| USAdvisors Wealth Management, LLC | 2.26% | Add +8.3% | 89,516 | $6.1M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -8.8% | 88,846 | $6.0M |
| Arkadios Wealth Advisors | 0.18% | Add +774.8% | 86,042 | $5.9M |
| NewEdge Advisors, LLC | 0.03% | Reduce -8.5% | 85,977 | $5.8M |
| Anderson Financial Strategies, LLC | 3.72% | Reduce -2.1% | 85,608 | $5.8M |
| Snowden Capital Advisors LLC | 0.17% | Add +3.6% | 84,193 | $5.7M |
| GPS Wealth Strategies Group, LLC | 0.66% | Add +21.1% | 83,672 | $5.7M |
| Truist Financial Corp. | 0.01% | Reduce -12.9% | 79,549 | $5.4M |
| Fiduciary Alliance LLC | 0.40% | Add +19.9% | 78,500 | $5.3M |
| Titleist Asset Management, LLC | 0.53% | Add +3.6% | 78,203 | $5.3M |
| EPG Wealth Management LLC | 1.59% | New | 77,780 | $5.3M |
| Sanctuary Advisors, LLC | 0.03% | Add +21.2% | 72,195 | $4.9M |
| Seros Financial, LLC | 3.02% | New | 70,009 | $4.8M |
| Avantax Advisory Services, Inc. | 0.03% | Add +39.6% | 69,685 | $4.7M |
| Geneos Wealth Management Inc. | 0.12% | Add +6.8% | 69,457 | $4.7M |
| Mfa Wealth Advisors, LLC | 1.00% | Add +302.9% | 62,739 | $4.3M |
| Uniting Wealth Partners, LLC | 1.49% | Add +1657.1% | 56,648 | $3.9M |
| Prostatis Group LLC | 1.06% | Add +6.1% | 54,376 | $3.7M |
| Atria Investments, Inc | 0.04% | Add +20.9% | 51,651 | $3.5M |
| Citigroup Inc. | 0.00% | Reduce -15.2% | 51,156 | $3.5M |
| Equitable Holdings, Inc. | 0.03% | Add +12.1% | 48,374 | $3.3M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +4.5% | 47,079 | $3.2M |
| Mariner, LLC | 0.00% | Add +2.0% | 45,581 | $3.1M |
| Theory Financial LLC | 1.15% | Reduce -9.8% | 44,660 | $3.0M |
| Thoroughbred Financial Services, LLC | 0.20% | Add +37.1% | 42,662 | $2.9M |
| Sound Income Strategies, LLC | 0.16% | Add +191.3% | 41,917 | $2.9M |
| CW Advisors, LLC | 0.03% | Add +3.9% | 38,524 | $2.6M |
| VestGen Advisors, LLC | 0.10% | Add +16.3% | 35,863 | $2.4M |
| Optima Capital LLC | 1.26% | New | 34,376 | $2.3M |
| ArborFi Advisors, LLC | 1.98% | New | 33,134 | $2.3M |
| Redhawk Wealth Advisors, Inc. | 0.28% | New | 32,765 | $2.2M |
| Nova Wealth Management, Inc. | 1.61% | Add +7.8% | 32,326 | $2.2M |
| Paragon Private Wealth Management, LLC | 0.83% | Add +80.8% | 30,698 | $2.1M |
| JBR Co Financial Management Inc | 1.01% | Add +16.5% | 30,053 | $2.0M |
| Tolleson Wealth Management, Inc. | 0.34% | No change | 29,468 | $2.0M |
| PFG Advisors | 0.09% | Add +7.7% | 29,445 | $2.0M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -28.2% | 29,211 | $2.0M |
| Merit Financial Group, LLC | 0.02% | Add +5.4% | 28,020 | $1.9M |
| New Insight Wealth Advisors | 0.78% | Reduce -0.8% | 27,812 | $1.9M |
| SFI Advisors, LLC | 1.30% | Add +36.7% | 27,625 | $1.9M |
| Financial Freedom, LLC | 0.94% | Add +183.0% | 25,522 | $1.7M |
| Accel Wealth Management | 0.56% | Add +3.5% | 24,850 | $1.7M |
| Principal Securities, Inc. | 0.03% | Add +10.7% | 24,497 | $1.7M |
| Kingswood Wealth Advisors, LLC | 0.13% | Reduce -16.1% | 23,872 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -69.5% | 23,426 | $1.6M |
| RFG Advisory, LLC | 0.04% | Reduce -24.5% | 22,537 | $1.5M |
| Perennial Investment Advisors, LLC | 0.14% | Add +63.4% | 21,947 | $1.5M |
| Lodestone Wealth Management LLC | 0.72% | Reduce -3.4% | 21,848 | $1.5M |
| Institute for Wealth Management, LLC. | 0.16% | Add +0.2% | 21,443 | $1.5M |
| Ausdal Financial Partners, Inc. | 0.10% | Add +0.1% | 21,403 | $1.5M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -6.0% | 21,381 | $1.5M |
| Vantage Financial Partners, LLC | 0.33% | Add +8.5% | 21,294 | $1.4M |
| Apollon Financial, LLC | 0.29% | Add +14.4% | 20,534 | $1.4M |
| Mascagni Wealth Management, Inc. | 1.18% | Add +9.2% | 20,303 | $1.4M |
| Sculati Wealth Management, LLC | 0.50% | Reduce -59.5% | 19,640 | $1.3M |
| Providence First Trust Co | 0.46% | Add +35.7% | 19,288 | $1.3M |
| Betterment LLC | 0.00% | Add +2.6% | 17,991 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +8.8% | 17,312 | $1.2M |
| Anson Capital, Inc. | 0.93% | Reduce -9.3% | 17,049 | $1.2M |
| Kendall Capital Management | 0.31% | New | 17,000 | $1.2M |
| Fifth Third Securities, Inc. | 0.08% | Add +3.7% | 15,896 | $1.1M |
| Comprehensive Wealth Management, LLC | 0.87% | Add +20.6% | 15,890 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +560.8% | 15,713 | $1.1M |
| Sigma Planning Corp | 0.03% | Reduce -4.6% | 15,255 | $1.0M |
| Maia Wealth LLC | 0.20% | Add +37.9% | 15,207 | $1.0M |
| Lowery Thomas, LLC | 0.65% | Reduce -7.3% | 15,001 | $1.0M |
"% of holder's portfolio" is XSMO's weight in each manager's 13F, not the share of Invesco S&P Smallcap Momentu the manager owns.